By Jim Cramer
Publication Date: 2026-11-09 02:09:00
If I didn’t own Nvidia , I wouldn’t buy it on Monday. The stock will probably go lower from wherever it opens. That said, Nvidia still represents the most cutting-edge tech we have, and that won’t go away. Nor is the considerable bench that CEO Jensen Huang has — something needed when a 63-year-old is running the company. So, why not buy it? Because the affair with an accused Chinese spy that Jensen had and now admits to — after initially denying it to the press — is going to take a big chunk out of this stock simply because no one knows where this investigation is going to go. So, why not sell it? A hedge fund would be wise to sell it, and then buy it back later. But I don’t know how much later, and we are not hedge fund managers. I think Nvidia will report outstanding numbers on Nov. 17. I do not believe that, even after the Democratic wave in the election, the data center story is played out. It is slowed, but it is still alive. The simple fact is that if you buy Nvidia’s product — not Jensen’s, but Nvidia’s — like Elon Musk has, you can make a huge return either by selling the compute or by using the compute. Nvidia’s graphics processing units (GPUs) last longer than people think. Compute is worth more than people realize. But Jensen’s story? It is complicated, and complicated means long investigations, and long investigations, no doubt by multiple government entities, spell dead money for shareholders. Nothing will be cleared up by earnings, although I do…
